Platinum Conservative

We offer our top-tier equity strategies for a conservative investor with a low-risk appetite, aiming to generate slightly higher returns while maintaining risk tolerance.
Risk Level: Moderately Low
Min Investment: ₹25 Lakhs
30 Days Return
30 Days Return:

2.54%

90 Days Return
90 Days Return:

4.56%

365 Day Return
365 Day Return:

19.75%

Annualised Returns
Annualised Returns:

10.23%

Strategy Specifications

Strategy Inception Date Jan. 1, 2016
Min Investment ₹25 Lakhs
Strategy Type Diversified Portfolio
Asset Classes Equity Debt
Universes Large Caps Money Market Multi Caps Small Caps Sovereign debt
Investment Styles Multi-Asset Momentum Multi-Strategy Factor Investing Rotation
Instruments ETFs
Rebalancing Frequency Monthly
Volatility Moderately Low

Strategy Description

With only 20% allocation to equity strategies, the goal of this portfolio is to outperform other investment options avaiaible to an investor with a low risk appetite.

Asset Allocation

Strategy Selection

Category Weight
Debt Allocation 80.00%
MNC Momentum 12.00%
Cruise Momentum 8.00%
Platinum Conservative FBC Benchmark Conservative
30-day returns 2.54% 1.42%
90-day returns 4.56% 2.37%
YTD returns 6.23% 3.13%
1-year returns 19.75% 12.78%
Returns since inception 124.60% 88.14%
Annualised returns 10.23% 7.91%
Best year returns 16.89% -
Worst year returns -3.92% -
Sharpe ratio 0.9 0.058
Max drawdown percent -4.68% -22.79%

Discalaimers

Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.